Take advantage of texting to better connect & engage with your community!
PRO-TIP: Ensure your members feel cared for! Use Workflows to automatically send a text message when forms are submitted.
For example, send a text immediately after a First Time Visitor or Prayer Request form is submitted.
In the left sidebar click Mass Contact. Then select the New Message button.
A modal screen will appear giving you the option to choose between an Email, Text Message (SMS), or Voice Message. Click on Text Message (SMS).
Note: If you don't see "Text Message (SMS)" as an option, you need to set up our Text and Voice Message service. It's simple and can be completed in about 2 minutes :)
PRO-TIP: All Text Messages (SMS) will come from our short-code: 22383
We recommend your members save this number as a contact on their phone (Ex: "My Ministry Name").
To Text Message (SMS) an individual, they must be a contact in your Database. The member will also need a number in the Cell Phone field.
The three options are:
Pro-Tip: When choosing options in "Include"
If members in the Contact list do not have valid contact information, a notification appears and lets you know this along with a count of how many people may potentially not have a valid number (Troubleshooting FAQ). Member phone numbers can be updated in the modal after clicking the link or find the member profile and resolve it under the Edit tab.
To give your text message (SMS), series of texts, or texting campaign a name, make sure to enter it into the appropriate field. It can be found at the top of the page, simply click on the pencil icon to edit. Unlike the subject, recipients will not see this title. Instead, it can be used for reference and organization within your email history.
Craft a simple Text Message (SMS) to your contacts and aim to keep it under 140 characters. There is a counter showing the total count to give an idea of what is left. Having under this amount of characters allows for the message to all be delivered under one message. Over that limit will split the Text Message (SMS) into multiple texts for the recipient.
Should a good bit of information need to be conveyed (more than 140 characters), use the "Shorten Links" button to add a link to your website. Type or paste your link into the text field and select "Shorten Links," the system will find the link and provide a shortened version of it to maintain as many characters as possible for the message.
That webpage can then show all the information needing to be conveyed along with having features like a web form. Using the Shorten Links feature will also give access to features like click counts to show how many times that link was used. A helpful tool if you are trying to measure this!
As a best practice, it is important to not copy and paste content directly from email editors/software or word processors like Microsoft Word. Pasting into the message body directly from these sources introduces hidden formatting which will change the look of your message. When copying and pasting are needed, we advise using a text editor like Notepad or Text Edit as a middle ground. Paste your message content into the text editor of your choice to remove this hidden formatting. Then copy all of your now cleanly formatted text into the message editor.
Optional placeholders to auto-fill in the name of the member receiving the message for a personalized feel are also available. Use either the @NAME for just the First Name of the member or @FULLNAME for the First Name and Last Name. If a Preferred Name is in the member's profile, this will be used instead of the First Name. Also, make sure the placeholder is in full caps. Lower case lettering will not trigger the placeholder. Other placeholders in the software are not supported at this time.
It is also important to consider that the person's name will count toward the total Text Message (SMS) character count in the body. Take this into consideration as you craft your message.
Logging a contact as an interaction is a great way to keep track of the contact(s) made to a member right on their profile. Your Text Message (SMS) will be logged under your interaction type with the message body for later reference.
When a scheduled message is created, it is saved to the logged-in user profile. This is important to know if you need to adjust the scheduled message content, settings, or time. Admins can log in as the user to edit this or the sender can adjust this also.
Check to schedule the message for later. Add the correct date and time you want the message to send. This time setting references the preference set for the time zone under General Settings → General.
Should the scheduled message need to be edited/changed, you can load it again. Select the message from the "Mass Contact" home screen, which will resemble the one found below.
Once your Text Message (SMS) is selected, a message preview screen will appear. To edit your scheduled Text Message (SMS), use the "Edit" button that can be found in the top-right corner of the screen. This will load the settings and the message body to update with new information. Use the blue "Schedule" button to save your updated email or the red 'Delete' button at the bottom to fully delete the email if it is not needed anymore
Complete the message by clicking "Send."
The texting system allows members to use the following keywords to manage their Text Message (SMS) notifications
We provide a 'block' of 1000 FREE text messages each month. If you exceed the free messages we provide, we'll simply provide another 'block' of 1000 text messages for $15. You'll be billed the following month.
Example: If you send 3,250 text messages in one month, you'll be billed for the additional 2,250 messages. This equals 3 'blocks' of 1000 text messages at $15 each, for $45 total.